Customer Relationship Officer Patiala

CSB Bank; Patiala District; On-site; INR 300,000 - 520,000; Full time

Job summary

CSB Bank in Patiala district is seeking a graduate professional to join as a branch servicing and sales executive. You will service branch customers, support relationship activities, and ensure compliance with audit and bank policies.

You will also perform area mapping, cold calls, and BTL activities to achieve acquisition targets, complete AOF/KYC and CKYC submissions, cross-sell insurance/investments, and activate digital banking for new customers while managing the assigned portfolio within

Qualifications

• Graduate (Any Specialisation)

Responsibilities

• Servicing branch customers and maintaining branch operation in-line with Audit Compliance requirements.
• Execute area mapping, cold calls and BTL activities to meet acquisition targets.
• Complete accurate AOF/KYC and ensure CKYC submission without errors.
• Cross-sell insurance/investments and activate digital banking for all new customers.
• Manage assigned portfolio for balances, usage and service requests within TAT.

Education

Graduate

Job description

Job Description:

To manage customer servicing and relationship activities through understanding customer requirements, recommending suitable banking solutions, facilitating service delivery and ensuring compliance with regulatory and Bank policies.

Responsibilities

• Servicing Branch Customers and maintaining branch operation in‑line with Audit Compliance requirements.
• Execute area mapping, cold calls and BTL activities to meet acquisition targets.
• Complete accurate AOF/KYC and ensure CKYC submission without errors.
• Cross‑sell insurance/investments and activate digital banking for all new customers.
• Manage assigned portfolio for balances, usage and service requests within TAT.

Qualifications

Experience Range : 1 to 5 Years (Sales/ Service)

Qualifications :Graduate (Any Specialisation)